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Sales and intake
Every lead read, scored and routed before a rep sees it.
An AI lead qualification agent reads each inbound lead, enriches it from public sources, scores it against rules your team wrote, and routes or books it. The judgment calls stay with a person. The sorting does not.
Who it is for
Built for the team that does this by hand.
Sales teams where a rep spends the first hour of every day sorting form fills from job seekers and vendors
Firms whose inbound mixes buyers, students, partners and press, and where the wrong routing costs a day
Public-sector intake desks routing applications and requests to the right unit on the right form
What it does
Lead qualification agents, by the job.
Reads every submission
Form fills, replies, chat transcripts and referral emails are parsed into one record: who, which company, what they asked for, and how they arrived.
Enriches from public sources
Company size, sector, technology and hiring signals pulled from the company's own pages and the data vendors you already pay for, with the source kept beside every field.
Scores against your rules
Fit, urgency and budget signals scored on rules written with you and stored where you can read them. A rule change is a document edit, never a retrain.
Routes, books or declines
Qualified leads land in the CRM with the reasoning attached and a meeting offered. Poor fits get a courteous reply. Anything uncertain goes to a person.
How it is built
The build, in order.
Every system here is scoped as one bounded workflow with a written success metric and a kill threshold agreed before the build. The steps below are the ones specific to this one.
Map the intake
Every channel a lead can arrive through, the fields each one carries, and the rules your best rep applies without thinking. Written down, then reviewed by that rep.
Shadow mode
The agent scores four weeks of real leads beside your team. Disagreements are read one by one, and the rules move until the agent and the rep agree on the same leads.
Supervised go-live
The agent routes and drafts. A person approves replies and bookings. The approval rate tells you when to widen its authority, and by how much.
Measure against the baseline
Speed to first reply, qualified rate, meetings held and win rate by source, reported beside the numbers from before the agent existed.
In production at Strataigize
We run this ourselves.
Our own outbound engine qualifies every company on evidence before a person sees it: proof that it takes payments, an independent signal that it needs what we sell, and a contact that Canada's anti-spam law lets us use. A company that misses a gate is held with a written reason. The website's inline forms carry first-touch attribution into HubSpot the same way, so every lead arrives with the click that created it.
Governance
What a person still approves.
- A person approves every outbound reply and every booking until the approval rate earns wider autonomy
- Every score carries its reasons and its sources, readable in the CRM record it was written to
- Personal data moves under a written data flow, and nothing reaches a model provider your data agreement does not name
The rest of the posture is published on trust and security: client-granted access you can revoke, credentials in managed stores, an AI governance summary aligned to the NIST AI Risk Management Framework, our subprocessors, and a DPA on request. We do not hold SOC 2 and we say so there.
Price
Published, not gated.
Pilot builds $25,000 to $60,000 fixed, production retainer from $8,000 per month. Every AI build starts with a $7,500 AI Opportunity Audit over two weeks that is credited toward the build if you proceed, and a pilot is one bounded workflow on your real data over 30 to 90 days with a written success metric and a kill threshold.
The full price list is on the pricing page, and the cost drivers, with the questions that expose a padded quote, are in how much AI agents cost in 2026.
Case studies
The work behind it, documented.
Appomate
Appomate: From 5% Qualified Leads to 80% in 30 Days
Strataigize Marketing
How Our Marketing Agency Uses AI Agents to Automate Busywork
Questions
Lead qualification agents, answered.
What is an AI lead qualification agent?
How is this different from lead scoring in HubSpot or Salesforce?
What does an AI lead qualification agent cost?
Related
Where this connects.
AI agent development · HubSpot and CRM implementation · Outbound sales agents
The other systems in the catalogue: outbound sales agents, customer support agents, document processing agents, internal knowledge assistants, ad optimization systems, client reporting automation, content engines, computer vision systems, mcp servers and agent-callable surfaces, always-on operations agents.
Teams that hand us the number
Pilot builds $25,000 to $60,000 fixed, production retainer from $8,000 per month
Real ranges, published. Ad spend stays in your own accounts.
See the full pricing table →Where this fits: see the Strataigize Growth System, the ladder every engagement runs on.
Talk to the build team about lead qualification agents
Name the workflow you want it to run and we reply within 24 hours with whether it is a fit, the bounded scope we would propose, and the payback math.
Start with one workflow.
A free 30-minute audit call with the senior team names the workflow this system should run first and what it should cost, whether you build it with us or not.
Book your growth audit →Canadian and looking at funding? How the BDC LIFT program works. Public sector? How we build for government.
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